Posts By
Chelsey Reichelt

Accounting Firm Growth - CPA Firm marketing

Taking Your CRM to the Next Level

By Chelsey Reichelt / October 16, 2018

By: Chelsey M Reichelt In my role as Marketing & Finance Coordinator at Herbein + Company, one of my core responsibilities is administering our CRM database. My firm has used Microsoft Dynamics for several years, and I was brought on board to essentially get to know the system inside and out.…

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Featured: Season 4 Episode 1

What a Business Development Executive Does

with Danielle Reynolds, Business Development, Manager with Whitley Penn

A business developer’s day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections.